No. of Users / People *
Business Phase (You are able to select more than one option)
Where are Staff:
Aims (You are able to select more than one option)
CRM Integration (You are able to select more than one option)
Which accounting system do you use?
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Filtering Records

The row beneath the column headings is the Filter Row.

  • You can filter any grid in the CRM by typing in filter text here.
  • You can apply filters to more than one column at a time.
  • When a filter is applied, a tiny red “filter” icon appears at the left hand side. This can be used to quickly clear all filters.

The first icon on the left hand side allows you to choose the Type of filter.

The exact filter types depend on the field type, for example, text-based fields have options like “Starts With” and “Contains” – date fields have filters like “On, Before, The Month, Last month”.

You can also filter records with Advanced Filters.

First Name*:
Last Name*:
Phone (Work)*:
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